FFN
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Focus Financial Network’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History

Focus Financial Network’s Portfolio LGOV Stock Details LGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-97,212
Closed -$2.82M – 466
2020
Q4 		$2.82M Buy
97,212
+17,699
+22% +$517K 0.25% 82
2020
Q3 		$2.36M Buy
79,513
+18,284
+30% +$545K 0.22% 99
2020
Q2 		$1.84M Buy
+61,229
New +$1.8M 0.2% 98

Other funds holding LGOV

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Focus Financial Network's LGOV Position: Q1 2021 in Review

Focus Financial Network sold out of First Trust Long Duration Opportunities ETF (LGOV) in Q1 2021, closing a stake of 97,212 shares — an estimated $2.82M sold.

Focus Financial Network first reported a position in LGOV in Q2 2020 and held it in 3 quarters. The position peaked at $2.82M in Q4 2020. 19 funds tracked by Wall St. Rank hold LGOV as of Q1 2021.

  • Focus Financial Network reported no remaining First Trust Long Duration Opportunities ETF position as of Q1 2021 after selling out during the quarter.
  • Focus Financial Network sold 97,212 First Trust Long Duration Opportunities ETF shares in Q1 2021, an estimated $2.82M.
  • Focus Financial Network first reported a position in First Trust Long Duration Opportunities ETF in Q2 2020 and held it in 3 quarters.
  • Focus Financial Network's First Trust Long Duration Opportunities ETF position peaked at $2.82M in Q4 2020.
  • 19 funds tracked by Wall St. Rank held First Trust Long Duration Opportunities ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.